Wellington Shields Capital Management’s Southern Company SO Stock Holding History

Wellington Shields Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10K	Hold	104	–	–	﹤0.01%	319
2025 Q4	$9.07K	Hold	104	–	–	﹤0.01%	314
2025 Q3	$9.86K	Hold	104	–	–	﹤0.01%	332
2025 Q2	$9.55K	Hold	104	–	–	﹤0.01%	316
2025 Q1	$9.56K	Hold	104	–	–	﹤0.01%	309
2024 Q4	$8.56K	Hold	104	–	–	﹤0.01%	302
2024 Q3	$9.38K	Hold	104	–	–	﹤0.01%	310
2024 Q2	$8.07K	Buy	104 +1	+1%	+$76	﹤0.01%	304
2024 Q1	$7.4K	Buy	103 +1	+1%	+$69	﹤0.01%	300
2023 Q4	$7.16K	Sell	102 -1,549	-94%	-$106K	﹤0.01%	293
2023 Q3	$107K	Buy	1,651 +103	+7%	+$7.15K	0.01%	257
2023 Q2	$109K	Buy	1,548 +1	+0.1%	+$72	0.01%	253
2023 Q1	$108K	Buy	1,547 +2	+0.1%	+$135	0.01%	257
2022 Q4	$110K	Buy	1,545 +1	+0.1%	+$67	0.01%	257
2022 Q3	$105K	Buy	1,544 +1	+0.1%	+$76	0.03%	251
2022 Q2	$110K	Buy	1,543 +2	+0.1%	+$147	0.01%	254
2022 Q1	$112K	Buy	+1,541	New	+$104K	0.01%	271

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Shields Capital Management's SO Position: Q1 2026 in Review

Wellington Shields Capital Management held its Southern Company (SO) position steady in Q1 2026 at 104 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Wellington Shields Capital Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $112K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Wellington Shields Capital Management held 104 shares of Southern Company worth $10K as of Q1 2026.
Wellington Shields Capital Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Wellington Shields Capital Management's portfolio in Q1 2026, its #319 holding.
Wellington Shields Capital Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
Wellington Shields Capital Management's Southern Company position peaked at $112K in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.